Part 9/15:
Analyzing Tesla’s total implied vehicle sales (TVS) reveals a remarkably linear growth trend, integrating both automotive and energy contributions into a unified metric. For Q4, Tesla is estimated to sell around 4.19 million vehicles, with average profit margins of $8,700 per vehicle. Meanwhile, the energy segment is projected to contribute $1 billion in profit, equating to roughly 115,000 vehicle equivalents worth of energy revenue.